Services

Achieve Your Goals With Our Services

From accounting and payroll to tax, month-end close, and BI dashboards, we build a finance function that’s fast, accurate, and audit-ready.

Bookkeeping

Keep your books accurate and up to date with monthly bank/credit card/loan reconciliations, clean chart of accounts, and evidence for every balance.

Payroll Management

Process payroll on time with tax withholdings, benefits, and filings handled, W-2, 1099, and year-end forms without the fire drills.

Finance BPO (AP/AR)

Outsource day-to-day AP/AR: vendor bills, approvals and payments in Bill; customer invoicing, cash application and collections, done with SLAs, controls, and clear cash visibility.

Market Analysis

Providing valuable insights into current market trends, competition analysis, and strategic opportunities for informed and strategic decision-making.

Audit Support

Helping with audit preparation to ensure precise, compliant, and thorough financial evaluations for enhanced organizational transparency and accountability.

Fractional CFO & FP&A

Driver-based budgets, rolling forecasts, scenario modeling, unit economics, and board-ready reporting—financial leadership that turns numbers into decisions and plans into action.

Finance Operations Advisory

Keep day-to-day finance tight and compliant: budget cadence, spend controls, KPI hygiene, policy guidance, and close governance with monthly check-ins and practical next steps.

Finance Technology Advisory

Vendor-neutral guidance on your finance stack: map requirements, evaluate tools, design integrations, improve data quality, and scope light automations, without naming or pushing specific products..

SHow We Work

A predictable, documented process, from day one to steady-state.

Analysis and Consultation

We start by understanding your needs, analyzing your current situation to develop a customized strategy.

Strategic Planning

We tailor the plan and set up the work: bookkeeping, AP/AR (BPO), payroll, tax, and KPI cadence, plus a simple month-end close checklist.

Monitoring and Optimization

Each month we target a Day-5 close and deliver a clear pack (P&L, Balance Sheet, Cash Flow) with notes. We track KPIs and improve controls and dashboards over time.

Our Pricing

Discover Clear and Competitive Pricing

More Pricing

Basic Plan

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Personalized financial consultation

Basic budgeting assistance

Access to educational resources

Quarterly financial check-ins

Email support

Debt management advice

Savings emergency fund planning

$19.9/month

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Standard Plan

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Everything in Basic Plan , plus:

Comprehensive financial planning

Investment portfolio review

Annual tax planning session

Bi-annual financial reviews

Phone and email support

Retirement savings analysis

$39.9/month

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Premium Plan

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Everything in Standard Plan, plus:

Advanced retirement planning

Estate planning consultation

Exclusive investment access

Unlimited financial consultations

Priority phone and email support

Tax optimization strategies

$69.9/month

Book now

Help Center

Get Answers to Your Queries Here

What services does BookUpper offer?

We run the finance basics end-to-end and add guidance where it matters.
• Bookkeeping & Reconciliation (monthly close)
• Finance BPO (AP/AR) — bills, approvals, payments, invoicing & collections
• Payroll Management — runs, taxes and year-end forms
• Tax & Compliance — sales tax, 1099/W-9 workflows, documentation
• Finance Operations Advisory — budgeting cadence, spend controls, KPI reviews
• Fractional CFO & FP&A — forecasts, scenarios, board-ready reporting
• Finance Technology Advisory — tool-agnostic guidance on selection, integrations and data quality.

Which businesses are a good fit?

Growing SMBs that want reliable numbers and a predictable month-end close. Typical fits include SaaS, services, agencies and eCommerce/DTC; single or multi-entity. If you’re between 0–50 employees and need cleaner books, faster close and clearer cash/KPIs, you’ll feel the value quickly.

How do I get started / contact you?

Book a 15-min intro call on our Contact page or email hello@bookupper.com. We reply same day or next business day. After a short assessment we share a 90-day plan with owners and dates.

How do you ensure data privacy and security?

We follow least-privilege access with 2FA, keep an audit trail for reconciliations, and store evidence in structured folders. We never share credentials, use read-only feeds where possible, sign NDA on request, and hand back/export your data at offboarding.